Products & Services October 29th, 2024 LeafHouse Expands Personalized Retirement Portfolios in Partnership With BlackRock The Automated Personalized Portfolio program from LeafHouse will integrate BlackRock’s glide path investment strategy with iJoin’s participant platform.
Products & Services August 13th, 2024 Vanguard Removes Oaktree From $785M Fund The asset management behemoth reallocated Oaktree’s advisement to two other current managers of the emerging market fund.
Products & Services July 16th, 2024 Osaic Enhances Retirement Income Tool for Financial Advisers The wealth management platform augments its income planner for financial advisers currently managing more than $4 billion per year.